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Microsoft Dynamics AX Microsoft Dynamics is a line of integrated, adaptable business management solutions that enables you and your people to make business decisions with greater confidence. Microsoft Dynamics works like and with familiar Microsoft software, automating and streamlining financial, customer relationship, and supply chain processes in a way that helps you drive business success. U.S. and Canada Toll Free 1-888-477-7989 Worldwide +1-701-281-6500 www.microsoft.com/dynamics This document is provided "as-is." Information and views expressed in this document, including URL and other Internet Web site references, may change without notice. You bear the risk of using it. Some examples are for illustration only and are fictitious. No real association is intended or inferred. This document does not provide you with any legal rights to any intellectual property in any Microsoft product. You may copy and use this document for your internal, reference purposes. Copyright 2013 Microsoft. All rights reserved. Microsoft, Microsoft Dynamics, the Microsoft Dynamics logo, SQL Server, Windows, and Windows Server are trademarks of the Microsoft group of companies. All other trademarks are property of their respective owners.
Microsoft Dynamics AX
Table of Contents
Install cumulative update 7 for Microsoft Dynamics AX 2012 R2 ..................................................................................... 4 Before you install cumulative update 7 ................................................................................................................................... 4 Review the release documentation ...................................................................................................................................... 4 Download the files ...................................................................................................................................................................... 5 New components available with cumulative update 7 ................................................................................................. 6 Apply CU 7 as an update to an existing Microsoft Dynamics AX 2012 R2 installation ........................................ 6 Step 1: Prepare for the update ............................................................................................................................................... 6 Step 2: Install and analyze updates ...................................................................................................................................... 7 Step 3: Restart AOS and Internet Information Services (IIS) .................................................................................... 11 Step 4: Reinitialize the model store ................................................................................................................................... 11 Step 5: Complete the software update checklist .......................................................................................................... 11 Step 6: Update other Microsoft Dynamics AX components .................................................................................... 14 Step 7: Validate the update and roll it out to the production environment ..................................................... 14 Include CU 7 in a new installation of Microsoft Dynamics AX 2012 R2 .................................................................. 15 Install the Data Import/Export Framework ......................................................................................................................... 15
Microsoft Dynamics AX
Microsoft Dynamics AX Update documentation on TechNet If you are applying CU 7 as an update to an existing installation, we recommend that you review Apply updates and hotfixes (http://technet.microsoft.com/en-us/library/hh335183.aspx) on TechNet. This documentation contains an overview of the update process and includes best practices for updating. You can also view or download a detailed poster of the update process.
Title Microsoft Dynamics AX 2012 Update Process Description This poster describes the types of updates, the recommended installation order, and the detailed update process for AX 2012. The poster also provides tips and tricks for managing updates.
Zoom in to the diagram at full detail by using Zoom.it from Microsoft (http://go.microsoft.com/fwlink/?LinkId=306777) Downloadable PDF and Microsoft Visio versions (http://go.microsoft.com/fwlink/?LinkId=306776)
Installation Guide If you are including CU 7 in a new slipstream installation, we recommend that you review the Microsoft Dynamics AX 2012 Installation Guide (http://go.microsoft.com/fwlink/?LinkID=163796). This documentation contains detailed installation instructions for all components of Microsoft Dynamics AX.
Microsoft Dynamics AX
Microsoft Dynamics AX Before you begin, back up the business and model store databases, and make sure that you understand the time that is required for the update. Back up the database that is being updated. By backing up the database, you can roll back to a known, reliable version if you have to. In this manner, you can reduce downtime if an unexpected error occurs. For more information, see Back up and recover databases (http://technet.microsoft.com/en-us/library/dd362128.aspx). Schedule a time when the fewest system users, or no users, are affected. As a best practice, announce the time of the update in advance, to make sure that users are aware of the pending update and the expected downtime. By notifying all users of the time of the update, you can minimize data loss, data corruption, and loss of productivity. Make sure that the system runs in single-user mode while the update is installed, and that only the administrator is designated to perform the update. Because changes to the code can affect Application Object Server (AOS), the changes can affect users who are currently on the system. Caution: Changes to the application may require a compilation or synchronization of the application. These operations increase downtime. If your environment includes tax integration for China, you must export external invoices before you install updates. a. Click Accounts receivable > Periodic > Tax integration > Export to file. b. On the Batch tab, enter a description for the batch, and then click OK. By default, all invoices are selected.
Install binary updates only (for AOS, the client, components, Setup, or Retail)
Use the following procedure to install any binary update. Important: All binary updates on a computer must be updated at the same time. If more than one AOS instance is installed, all the instances must be updated. 1. 2. Browse to the location where you extracted the files for the update, and then double-click AxUpdate.exe. On the Welcome to Microsoft Dynamics AX Update Setup page, click Next.
Microsoft Dynamics AX 3. 4. 5. 6. 7. 8. 9. On the Software license terms page, review the license terms, and then click Accept and continue. On the Select packages to update page, select the packages to update, and then click Next. Only updates that are available for installation can be selected. Clear Database, select all other packages that can be installed on the local computer, and then click Next. On the Review updates to be installed page, click Next. On the Ready to install page, review the summary, select the Automatically restart the AOS instances after installation check box, and then click Install. After the installation is completed, verify that the updates were installed successfully and then exit the wizard. Continue with the next steps in the update process.
Microsoft Dynamics AX Install a subset of application updates (advanced installation) Use the following procedure to install a subset of the updates. 1. Install the binary components, including the client. For more information, see Install binary updates only (for AOS, the client, components, Setup, or Retail). After binary components have been installed, you must reinitialize the model store. For more information, see Step 4: Reinitialize the model store. Important: You must install binary components and reinitialize the model store before you can use the Advanced installation option to select application updates. 2. 3. 4. 5. 6. 7. 8. Browse to the location where you extracted the files for the update, and then double-click AxUpdate.exe. On the Welcome to Microsoft Dynamics AX Update Setup page, click Next. On the Software license terms page, review the license terms, and then click Accept and continue. On the Select packages to update page, select all applicable packages that can be installed on the local computer, and then click Next. You must select Database as one of the packages. On the Choose a model store page, select a local instance to update, or click Add existing model store to enter the name of a remote database instance. On the Select type of installation page, click Advanced installation. Optional: If you have access to a project in Lifecycle Services that contains business processes that you want to use to help select appropriate updates, click Log in to Microsoft Dynamics Lifecycle Services, and then click Next. When a browser window opens, follow these steps: a. c. 9. Log on to Lifecycle Services. Select a Lifecycle Services project and then click OK. Once the business process information has been retrieved, the browser window closes. b. If the Lifecycle Services License terms page opens, click Accept and continue.
On the Select application updates page, click Applicable updates. You can optionally use the Group by list to filter the application updates by module, country/region, configuration key, or business process. For any hotfix, the details pane displays the title of the hotfix, the model and layers that the hotfix applies to, and any updates that are included. Review the hotfix details, and then click the Conflicts tab to view the conflict summary. Use Get conflict details to view additional detailed information or open the Impact Analysis Wizard for a single hotfix. Note: We strongly recommend that you install hotfixes 2885584 (Impact installer update) and 2894100 (Checklist merge code automatically feature) with any installation, so that you get the full functionality of the changes that were made to the update features.
10. Select all appropriate hotfixes for your environment and then click Next. The Review updates to be installed page opens. This page lists the models that will be installed and the details (model name, description, layer, and updates that are included). On the Review updates to be installed page, we recommend that you click Show conflict details for all updates, and then, on the Conflict details page, click Impact Analysis Wizard. For Cumulative Update 7 Installation Guide 9
Microsoft Dynamics AX information about the Impact Analysis Wizard, see Run the Impact Analysis Wizard to analyze updates (optional) later in this document. You may also want to click Export update list, so that you can later use the file to speed up applying application updates to another computer. 11. On the Review updates to be installed page, click Next. 12. On the Ready to install page, review the summary, and then click Install. 10. Continue with the next steps in the update process.
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Microsoft Dynamics AX
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Microsoft Dynamics AX always possible, and some conflicts will require manual effort to resolve. All changes are made in the active customization layer. When conflicts are resolved, all of the code from each layer involved in the merge appears in the customization layer with appropriate annotations. Code that the tool does not evaluate as applicable is commented, whereas code that is applicable and should be included in the result is left uncommented. This preserves the information that was used to make the merge decision so that it can be easily reviewed while still fixing compilation and functional issues in the code that resulted from hotfix installation. When conflicts cannot be resolved automatically, a TODO comment is added to the code and the code is annotated. The typical process for using this feature is: 1. 2. 3. 4. 5. After installing an update, open the client in the lowest layer with customizations that you want to merge hotfix changes into. Run the software update checklist. Compile the application. Click Merge code automatically. Specify the title for the project to be created when you are prompted, and then run the tool. After the comparison has completed, a form displays the results of the merge. For changes that were merged successfully, the changes should be reviewed to make sure that they are correct. For changes that remain in conflict, the user must manually investigate and merge conflicts. 6. 7. After resolving all conflicts, compile the application again and perform whatever functional testing is required to make sure that all conflicts have been merged. Repeat for each layer that contains customizations.
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Microsoft Dynamics AX
Checklist section
Option and description Detect code upgrade conflicts This option creates upgrade projects that contain conflicting model elements. Merge code automatically This option resolves conflicts with existing code automatically where possible, and creates a merge project that you can review. Note: This option will not function until you have compiled the application the first time after you install hotfix 2894100 from CU 7. Compile into .NET CIL After you have resolved any conflicts for the code upgrade, you can use this option to compile the application into common intermediate language (CIL) code for the Microsoft .NET Framework. Restart all AOS instances automatically We recommend that you restart all AOS instances to make sure that the code used to run batch processing is up to date.
Data upgrade
Detect update scripts (Required) This option finds and registers update scripts that require additional processing. The appearance of the checklist varies, depending on whether update scripts are detected. Presynchronize This option appears only if upgrade scripts were detected. Synchronize database This option is required even if update scripts were not detected. Launch data upgrade (required) This option appears only if upgrade scripts were detected. This option opens the data upgrade checklist. For information about how to complete the data upgrade, see Launch data upgrade (http://technet.microsoft.com/enus/library/gg751344.aspx). Upgrade additional features This option appears only if upgrade scripts were detected. This option opens the Data upgrade cockpit form. For more information, see Data upgrade cockpit (form) (http://technet.microsoft.com/EN-US/library/aa572565.aspx).
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Microsoft Dynamics AX
Step 7: Validate the update and roll it out to the production environment
After an update has been successfully installed, check the installation log to make sure that there are no error messages and warnings that can affect the operation of the system. Test the system for the following conditions: The change that was implemented by the update is working as expected. The change has not affected other areas of the system. The Microsoft Dynamics AX application as a whole is working as expected.
After the update has been tested, you must install the update in the production environment. You must install all binary and pre-processing hotfixes, but you can roll the code changes forward to the production environment by importing and exporting the model store. Use the methodology that is described in Deploying Customizations Across Microsoft Dynamics AX 2012 Environments (White paper) (http://technet.microsoft.com/en-us/library/hh292604.aspx) and How to: Export and Import a Model Store (http://technet.microsoft.com/en-us/library/hh433530.aspx). By exporting and importing the model store, you can avoid having to compile code in the production environment.
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Microsoft Dynamics AX
2. 3.
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Microsoft Dynamics AX 4. 5. 6. On the Select packages to update page, select the components of the Data Import/Export Framework that can be installed on the local computer, and then click Next. The prerequisite validation check runs. Address any issues that the prerequisite check finds outside the installer, and then restart the validation check. When all prerequisites have been found, click Next. If you are installing on the computer that runs Microsoft SQL Server Integration Services, specify a service account and the version of SQL Server that is running. We recommend that you use the AOS service account. or If you are installing on the AOS computer, specify the name of the server that is running SQL Server Integration Services. 7. 8. 9. On the Review updates to be installed page, click Next. On the Ready to install page, review the summary, select the Automatically restart the AOS instances after installation check box, and then click Install. After the installation is completed, verify that the updates were installed successfully, and then exit the wizard.
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